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Bogle Investment Management’s Orion Energy Systems OESX Stock Holding History

Bogle Investment Management’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,918
Closed -$78K – 384
2014
Q2 		$78K Sell
1,918
-13,213
-87% -$648K 0.01% 327
2014
Q1 		$1.1M Buy
15,131
+2,240
+17% +$141K 0.08% 263
2013
Q4 		$876K Buy
+12,891
New +$683K 0.07% 237

Other funds holding OESX

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bogle Investment Management's OESX Position: Q3 2014 in Review

Bogle Investment Management sold out of Orion Energy Systems (OESX) in Q3 2014, closing a stake of 1,918 shares — an estimated $78K sold.

Bogle Investment Management first reported a position in OESX in Q4 2013 and held it in 3 quarters. The position peaked at $1.1M in Q1 2014. 55 funds tracked by Wall St. Rank hold OESX as of Q3 2014.

  • Bogle Investment Management reported no remaining Orion Energy Systems position as of Q3 2014 after selling out during the quarter.
  • Bogle Investment Management sold 1,918 Orion Energy Systems shares in Q3 2014, an estimated $78K.
  • Bogle Investment Management first reported a position in Orion Energy Systems in Q4 2013 and held it in 3 quarters.
  • Bogle Investment Management's Orion Energy Systems position peaked at $1.1M in Q1 2014.
  • 55 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2014.

Based on Bogle Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.